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The Advisor, Retail Banking (Salesforce Expert) is responsible for defining and executing the vision, strategy, and roadmap for the bank’s Salesforce ecosystem. This role ensures that Salesforce delivers maximum business value through effective governance, innovation, user adoption, and alignment with strategic business objectives. The role acts as the bridge between business stakeholders, technology teams, and external partners to optimize Salesforce usage across the organization. Position will be working hybrid based in San Juan, PR.

Main Duties & Responsibilities

+ Define and maintain a clear Salesforce vision and roadmap aligned with the bank’s digital and customer relationship strategy.

+ Partner with business leaders to identify opportunities to leverage Salesforce for improved customer engagement, efficiency, and regulatory compliance.

+ Stay informed of Salesforce innovations and financial services industry trends to proactively recommend enhancements.

+ Translate strategic objectives into an actionable Salesforce roadmap, including enhancements, integrations, and new capabilities.

+ Prioritize initiatives based on business impact, technical feasibility, and regulatory requirements.

+ Collaborate with internal IT teams and external vendors to ensure timely and high-quality delivery.

+ Establish and enforce Salesforce governance standards, including data integrity, security, access controls, and release management.

+ Develop and execute adoption strategies—including training, communication, and support—for all Salesforce users across the bank.

+ Measure and report on user engagement, adoption rates, and platform ROI.

+ Foster a community of Salesforce champions across departments to promote best practices and continuous improvement.

+ Serve as the primary liaison between business units, IT, and Salesforce partners.

+ Communicate platform updates, performance metrics, and roadmap progress to senior leadership.

+ Other duties may be assigned.

Minimum Requirements

+ Bachelor’s degree in Project Management, Business Administration or related field required.

+ Five (5) years of Salesforce projects and implementation experience in service environments required. Banking experience preferred.

+ Salesforce Administrator Certification preferred.

+ Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.

+ Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required.

+ Excellent project management, technology implementation, and organizational skills required.

+ Excellent written and verbal communication skills in Spanish & English required.

+ Excellent interpersonal skills, multitasking, teamwork, and ability to work effectively with stakeholders is required.

#Li-Hybrid

WORK AUTHORIZATION & ELEGIBILITY:

+ Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.

+ Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)

Recruitment Privacy Statement (https://orientalbank.com/assets/pdfs/recruitment\_privacy\_policy\_statement.pdf)

Compliance Posters

#LI-Hybrid

This may be the opportunity to change your life and take your career to the next level.

Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to:

Compliance_Posters / Labor Laws (https://orientalbank.com/assets/pdfs/compliance\_posters.pdf)

Recruitment Privacy Policy Statement

Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel.

Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables:

Afiches de Cumplimiento/ Leyes Laborales (https://orientalbank.com/assets/pdfs/compliance\_posters.pdf)

Política de Privacidad de Reclutamiento